See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.9+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $25,249 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $23,800 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $16,818 |
UNION INSURANCE GROUP1 year Filed as: UNION INSURANCE GROUP, INC. Service code 23 303 W ERIE ST. 310 · CHICAGO, IL 60654 | Insurance services | $7,944 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 20 · EIN 36-4001764 | Trustee (individual) | $6,875 |
ROUSE FRETS WHITE GOSS GENTILE3 years Filed as: ROUSE FRETS WHITE GOSS GENTILE RHOD Service code 29 4510 BELLEVIEW AVE 300 · KANSAS CITY, MO 64111 | Legal | $5,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,424 | $82,917-56.1% | $103,333-64.8% | $77,643-53.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 20.80% | 19.13%+1.7pp | 24.88%-4.1pp | 31.24%-10.4pp |
| Employer contribution / active EE | $2,229 | $3,552-37.2% | $3,868-42.4% | $2,726-18.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $182 | $638-71.5% | $8,355-97.8% | $430-57.7% |